Medallion Financial Corp
MFIN- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001000209
No open-market purchases or sales by Medallion Financial Corp insiders were filed in the last 90 days; 98 institutions reported holding it in 13F filings for Q2 2026, worth $80.9M in total; no superinvestor holds it.
Other share classesMBNKO
13F holders, Q3 2024
Institutional positions in Medallion Financial Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 82
- +2 vs. Q2 2024
- Shares held
- 6.94M
- +1.29M (+22.8%) vs. Q2 2024
- Total value
- $56.5M
- +$13.1M (+30.2%) vs. Q2 2024
- New holders
- 13
- 27 more added
- Sold out
- 11
- 20 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MFIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 98 | $80.9M |
| Q1 2026 | 95 | $68.2M |
| Q4 2025 | 98 | $80.4M |
| Q3 2025 | 91 | $75.1M |
| Q2 2025 | 90 | $70.5M |
| Q1 2025 | 84 | $62.3M |
| Q4 2024 | 81 | $67.9M |
| Q3 2024 | 82 | $56.5M |
| Q2 2024 | 81 | $51.5M |
| Q1 2024 | 84 | $51.7M |
| Q4 2023 | 76 | $51.0M |
| Q3 2023 | 71 | $34.2M |
| Q2 2023 | 58 | $35.3M |
| Q1 2023 | 57 | $34.7M |
| Q4 2022 | 53 | $32.2M |
| Q3 2022 | 52 | $34.0M |
| Q2 2022 | 57 | $34.0M |
| Q1 2022 | 63 | $48.7M |
| Q4 2021 | 50 | $35.5M |
| Q3 2021 | 49 | $44.1M |
| Q2 2021 | 48 | $49.1M |
| Q1 2021 | 41 | $37.2M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,205,048 | $9.81M | 0.00% | +1,205,048 | New |
| Vanguard Group Inc | 1,084,181 | $8.83M | 0.00% | +16,942+1.6% | Added |
| Tieton Capital Management, LLC | 802,926 | $6.54M | 3.38% | −2,355−0.3% | Reduced |
| Geode Capital Management, LLC | 416,956 | $3.39M | 0.00% | +9,849+2.4% | Added |
| Stifel Financial Corp | 272,949 | $2.22M | 0.00% | +10,974+4.2% | Added |
| American Century Companies Inc | 216,698 | $1.76M | 0.00% | +29,290+15.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 213,477 | $1.74M | 0.01% | +51,941+32.2% | Added |
| State Street Corp | 204,558 | $1.67M | 0.00% | +1,333+0.7% | Added |
| Gamco Investors, Inc. Et Al | 162,000 | $1.32M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 142,113 | $1.16M | 0.00% | +102,088+255.1% | Added |
| Bridgeway Capital Management, LLC | 127,163 | $1.04M | 0.02% | +804+0.6% | Added |
| Segall Bryant & Hamill, LLC | 125,938 | $1.03M | 0.01% | +125,938 | New |
| Bank of New York Mellon Corp | 125,794 | $1.02M | 0.00% | −15,000−10.7% | Reduced |
| Two Sigma Advisers, LP | 120,200 | $978.4K | 0.00% | −15,000−11.1% | Reduced |
| De Lisle Partners LLP | 103,545 | $841.6K | 0.14% | +21,700+26.5% | Added |
| O'Shaughnessy Asset Management, LLC | 96,226 | $811.2K | 0.01% | −3,380−3.4% | Reduced |
| Two Sigma Investments, LP | 91,555 | $745.3K | 0.00% | −34,339−27.3% | Reduced |
| Marshall Wace, LLP | 90,145 | $733.8K | 0.00% | −47,966−34.7% | Reduced |
| Teton Advisors, Inc. | 85,000 | $691.9K | 0.31% | −3,000−3.4% | Reduced |
| LSV Asset Management | 81,400 | $663.0K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 80,000 | $651.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 66,592 | $542.0K | 0.00% | +1,677+2.6% | Added |
| Goldman Sachs Group Inc | 66,095 | $538.0K | 0.00% | +47,039+246.8% | Added |
| Morgan Stanley | 62,959 | $512.5K | 0.00% | +31,211+98.3% | Added |
| Soltis Investment Advisors LLC | 58,294 | $474.5K | 0.05% | +4,002+7.4% | Added |
| Ancora Advisors, LLC | 56,520 | $460.1K | 0.01% | +1,490+2.7% | Added |
| Millennium Management LLC | 55,000 | $447.7K | 0.00% | +26,674+94.2% | Added |
| Charles Schwab Investment Management Inc | 50,765 | $413.2K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 45,576 | $371.0K | 0.00% | −45,288−49.8% | Reduced |
| Corton Capital Inc. | 43,259 | $352.1K | 0.17% | −15,904−26.9% | Reduced |
| Corsair Capital Management, L.P. | 42,653 | $347.2K | 0.08% | −17,000−28.5% | Reduced |
| Russell Investments Group, Ltd. | 38,566 | $313.9K | 0.00% | +38,566 | New |
| Ritholtz Wealth Management | 36,837 | $299.9K | 0.01% | −4,827−11.6% | Reduced |
| Trexquant Investment LP | 28,855 | $234.9K | 0.00% | −26,555−47.9% | Reduced |
| Bank of America Corp | 26,587 | $216.4K | 0.00% | −968−3.5% | Reduced |
| ExodusPoint Capital Management, LP | 26,357 | $215.0K | 0.00% | +26,357 | New |
| Barclays PLC | 26,063 | $212.2K | 0.00% | +19,508+297.6% | Added |
| Rhumbline Advisers | 25,689 | $209.1K | 0.00% | +1,504+6.2% | Added |
| Nuveen Asset Management, LLC | 24,450 | $199.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 20,812 | $169.4K | 0.00% | +3,430+19.7% | Added |
| Voya Investment Management LLC | 20,812 | $169.4K | 0.00% | +20,812 | New |
| Squarepoint Ops LLC | 20,797 | $169.3K | 0.00% | −25,659−55.2% | Reduced |
| PDT Partners, LLC | 20,318 | $165.4K | 0.01% | +20,318 | New |
| Royal Bank of Canada | 19,610 | $159.0K | 0.00% | +1,138+6.2% | Added |
| Empowered Funds, LLC | 16,260 | $132.4K | 0.00% | +804+5.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,000 | $130.2K | 0.01% | −8,000−33.3% | Reduced |
| Raymond James & Associates | 15,725 | $128.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 15,175 | $123.5K | 0.00% | +2,000+15.2% | Added |
| Cutter & CO Brokerage, Inc. | 14,800 | $120.5K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,422 | $117.4K | 0.00% | +14,422 | New |
| Citigroup Inc | 14,046 | $114.3K | 0.00% | +9,842+234.1% | Added |
| Dimensional Fund Advisors LP | 11,451 | $93.2K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 10,849 | $88.3K | 0.38% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,276 | $83.6K | 0.00% | +10,276 | New |
| Corebridge Financial, Inc. | 10,013 | $81.5K | 0.00% | −62−0.6% | Reduced |
| Wells Fargo & Company | 9,298 | $75.7K | 0.00% | +372+4.2% | Added |
| JPMorgan Chase & Co | 8,215 | $66.9K | 0.00% | +151+1.9% | Added |
| MetLife Investment Management | 5,566 | $45.3K | 0.00% | +758+15.8% | Added |
| Ridgewood Investments LLC | 5,000 | $40.7K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,820 | $39.2K | 0.00% | +1,656+52.3% | Added |
| Citadel Advisors LLC | 2,633 | $21.4K | 0.00% | −43,340−94.3% | Reduced |
| Simplex Trading, LLC | 2,267 | $18.0K | 0.00% | −12,360−84.5% | Reduced |
| New York State Common Retirement Fund | 2,100 | $17.1K | 0.00% | −12,100−85.2% | Reduced |
| Smartleaf Asset Management LLC | 2,000 | $16.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $14.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $14.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,566 | $12.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,357 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,336 | $10.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,294 | $10.5K | 0.00% | +1,054+439.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 940 | $7.65K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 789 | $6.42K | 0.00% | −688−46.6% | Reduced |
| Amalgamated Bank | 648 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 534 | $4.35K | 0.00% | +534 | New |
| Harbor Capital Advisors, Inc. | 428 | $3.00K | 0.00% | +428 | New |
| Comerica Bank | 226 | $1.84K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 59 | $480 | 0.00% | +59 | New |
| Key Financial Inc | 6 | $49 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $34 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3 | $24 | 0.00% | +3 | New |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 42 | $0 | 0.00% | +42 | New |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −60,157−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −40,526−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −34,720−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −21,361−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −21,361−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −18,373−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,320−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2,726−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |